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Meet Your Annual Giving Level Progression Dashboard
Your Annual Giving Level Progression dashboard is designed primarily for Annual Giving Officers, their managers, and Advancement Services teams. It shows whether your current year’s donors have…
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Meet Your Annual Giving Summary Dashboard
https://www.loom.com/share/f6dee9ed84c94c66b3a97a56e4eff2c0 Your Annual Giving Summary dashboard shows donors, dollars, and number of donations, along with the giving levels, velocity,…
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Meet Your Fundraising Analytics Dashboard
Your Fundraising Analytics dashboard is designed to measure the total fundraising history over any user-defined set of filter parameters. Here are just some of the questions that it can answer:…
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Meet Your Proposal Pipeline Dashboard
Your Proposal Pipeline dashboard shows a timeline of proposals according to their status (e.g., being developed, pending response, etc.). The dashboard plots proposals along the timeline according to…
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Meet Your Portfolio Contacts Dashboard
Your Portfolio Contacts dashboard is designed to show all managed prospects in a given portfolio arranged according to their giving capacity (top-down) and prospect stage duration.…
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Using Your Portfolio Engagement Dashboard
Note: Clarity’s Portfolio Engagement Dashboard is a feature of Signal by EverTrue. If you have questions about Signal, please reach out to your Customer Success Manager (CSM).…
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Using Your Signal Task Tracker Dashboard
Note: Clarity’s Signal Task Tracker Dashboard is a feature of Signal by EverTrue. If you have questions about Signal, please reach out to your Customer Success Manager (CSM).…
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Using Your Signal Top Prospects Dashboard
Note: Clarity’s Signal Top Prospects Dashboard is a feature of Signal by EverTrue. If you have questions about Signal, please reach out to your Customer Success Manager (CSM).…
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Using Your Signal Activity YOY Dashboard
Note: Clarity’s Signal Activity YOY Dashboard is a feature of Signal by EverTrue. If you have questions about Signal, please reach out to your Customer Success Manager (CSM).…
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Navigating Your Clarity Dashboards
Note: Clarity is a feature of Signal by EverTrue. If you have questions about Signal, please reach out to your Customer Success Manager (CSM). Let’s explore the features you’ll find in your Clarity…
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All About: Clarity
Note: Clarity is a feature of Signal by EverTrue. If you have questions about Signal, please reach out to your Customer Success Manager (CSM). What is Clarity?…